Practice CS toolbar

The toolbar has buttons to help you get to various screens and dashboards, and perform common tasks. You can point to a button to show its description.

Button image	Description
	Back Returns to the previous screen you viewed. This button is not available until you go away from the screen that displays when you open the application.
	Forward Goes forward to a previously viewed screen. This button is active only when you use the Back button to go back to a previously viewed screen.
	Refresh Keyboard link F5 . Refreshes the current screen, including data.
	Home Dashboard Opens the Home Dashboard .
	Firm Dashboard . Opens the Firm Dashboard .
	Staff Dashboard Opens the Staff Dashboard .
	Client Dashboard Opens the Client Dashboard .
	Favorite screen Opens the Favorite Screen that you selected on the System tab in User Preferences .
	Synchronize This button has a dropdown list, which includes Synchronize Data Sharing and Sychronize Outlook Contacts . note To sync data sharing, set up file locations in the application. Outlook contact synchronization is available only if your firm is licensed for the Client Management module and if you have set up synchronization with Outlook.
	Update Remote Entry Firm Updates your existing remote entry firm. note Before you update your remote entry firm, check that you've transmitted all entries. The update process removes all existing data from the remote entry firm. This button displays on the toolbar only if you've created a remote entry firm.
	CS connect Opens CS Connect.
	FileCabinet Opens FileCabinet CS. note This button displays on the toolbar only if your firm is licensed for FileCabinet CS.
	Add This button is available if you're licensed for the Project Management, Client Management, or Staff Management modules. The dropdown list includes the following items Project Management Client Management Staff Management You can use any of the 3 modules to add Outlook Email, Outlook Appointment, and Outlook Task items. Select the button to add a new interaction of the same type as the last interaction you added. note The icon on the Add button changes to match the type of interaction you last entered. The example is for a Note interaction. If you select the button when the Note icon is shown, Practice CS opens the Note window.
	Search You can use the Search field and button to search Help topics.
	Help Find Help topics related to the current screen.